Home > Blake Steele

Blake Steele

Wealth Manager, Partner

Blake serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly a decade of experience in the financial services industry, Blake has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked as an advisor for a national investment advisory firm, where he served high-net-worth individuals.

Blake received his Bachelor of Science degree from the University of Missouri-Columbia.

In his free time, Blake enjoys traveling, reading, doing volunteer work and spending time with family and friends.

Articles by Blake Steele

*See all Creative Planning disclosures and sources.


Prefer to discuss over the phone?